Purchases and Sales Made in Q3 2022 in Ishares Tr Fltg Rate Nt ETF (FLOT)
This table provides information about the institutional ownership of Ishares Tr Fltg Rate Nt ETF (FLOT) during Q3 2022. The information is specifically focused on institutions that hold shares of ISHARES TR FLTG RATE NT ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
6.62KNew |
$330K - $334K
|
6.62K
$337K
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
6.62KNew |
$330K - $334K
|
6.62K
$337K
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
6.6KNew |
$329K - $333K
|
6.6K
$336K
|
|
Nov 14, 2022
Q3 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
6.52KNew |
$325K - $329K
|
6.52K
$332K
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.52KNew |
$325K - $329K
|
6.52K
$332K
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
6.47K+ 70.57% |
$323K - $327K
|
15.6K
$797K
|
|
Nov 14, 2022
Q3 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
6.4KNew |
$319K - $323K
|
6.4K
$326K
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
6.22K+ 52.53% |
$310K - $314K
|
18.1K
$920K
|
|
Oct 07, 2022
Q3 2022
|
Single Point Partners, LLC
|
BUY
|
- |
6.21K+ 5.83% |
$310K - $313K
|
113K
$5.74M
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.12K+ 93.12% |
$305K - $309K
|
12.7K
$646K
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
5.96KNew |
$297K - $301K
|
5.96K
$304K
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.73KNew |
$286K - $289K
|
5.73K
$292K
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
5.42KNew |
$270K - $273K
|
5.42K
$276K
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.39K+ 2.76% |
$269K - $272K
|
201K
$10.2M
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
5.34K+ 25.87% |
$266K - $269K
|
26K
$1.32M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.17KNew |
$258K - $261K
|
5.17K
$263K
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.14KNew |
$256K - $259K
|
5.14K
$262K
|
|
Oct 27, 2022
Q3 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
5.08KNew |
$253K - $256K
|
5.08K
$259K
|
|
Nov 14, 2022
Q3 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5KNew |
$249K - $252K
|
5K
$255K
|
|
Nov 14, 2022
Q3 2022
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
4.88KNew |
$243K - $246K
|
4.88K
$249K
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
4.77K+ 4.23% |
$238K - $241K
|
117K
$5.98M
|
|
Nov 14, 2022
Q3 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
4.6KNew |
$229K - $232K
|
4.6K
$234K
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
4.51K+ 18.43% |
$225K - $227K
|
29K
$1.48M
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
4.5K+ 29.0% |
$224K - $227K
|
20K
$1.02M
|
|
Nov 18, 2022
Q3 2022
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
4.47K+ 2.89% |
$223K - $225K
|
159K
$8.11M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
4.47K+ 11.71% |
$223K - $225K
|
42.6K
$2.17M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.47K+ 74.35% |
$223K - $225K
|
10.5K
$533K
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
4.35KNew |
$217K - $219K
|
4.35K
$222K
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.28K+ 22.7% |
$214K - $216K
|
23.2K
$1.18M
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
4.23K+ 1832.47% |
$211K - $214K
|
4.46K
$227K
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
4.18KNew |
$208K - $211K
|
4.18K
$213K
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
4.11K+ 6.44% |
$205K - $207K
|
67.9K
$3.46M
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
4.02KNew |
$200K - $203K
|
4.02K
$205K
|
|
Nov 10, 2022
Q3 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.96K+ 6.52% |
$198K - $200K
|
64.8K
$3.3M
|
|
Nov 09, 2022
Q3 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3.73K+ 25.82% |
$186K - $188K
|
18.2K
$926K
|
|
Oct 21, 2022
Q3 2022
|
Weitzel Financial Services, Inc.
|
BUY
|
- |
3.69K+ 5.91% |
$184K - $186K
|
66K
$3.36M
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
3.66K+ 76.82% |
$182K - $185K
|
8.42K
$429K
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.65K+ 23.69% |
$182K - $184K
|
19K
$970K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.51KNew |
$175K - $177K
|
3.51K
$179K
|
|
Oct 13, 2022
Q3 2022
|
Wealth Management Resources, Inc.
|
BUY
|
- |
3.3K+ 2.62% |
$164K - $166K
|
129K
$6.58M
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.1K+ 46.05% |
$154K - $156K
|
9.82K
$500K
|
|
Nov 09, 2022
Q3 2022
|
Townsend & Associates, Inc
|
BUY
|
- |
2.96K+ 10.61% |
$147K - $149K
|
30.8K
$1.57M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.94K+ 8.49% |
$147K - $148K
|
37.6K
$1.91M
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
BUY
|
- |
2.93K+ 20.63% |
$146K - $148K
|
17.1K
$874K
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
BUY
|
- |
2.93K+ 46.0% |
$146K - $148K
|
9.28K
$473K
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.91K+ 3.49% |
$145K - $147K
|
86.3K
$4.4M
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
2.85K+ 17.19% |
$142K - $144K
|
19.4K
$991K
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
2.85K+ 0.71% |
$142K - $144K
|
406K
$20.7M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
2.78K+ 22.01% |
$138K - $140K
|
15.4K
$784K
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.64K+ 3.01% |
$132K - $133K
|
90.5K
$4.61M
|